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First Trust Mid Cap Growth AlphaDEX Fund

107 hedge funds and large institutions have $333M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 39 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $279M → $333M (+$53.8M)

7% more funds holding

Funds holding: 100107 (+7)

0.57% more ownership

Funds ownership: 74.38%74.94% (+0.57%)

26% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 39

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
29
Reduced
39
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
51
Stonebridge Financial Planning Group
Florida
$674K
PWM
52
Purus Wealth Management
California
$668K -$20K -232 -3%
Creative Planning
53
Creative Planning
Kansas
$572K -$108K -1,250 -17%
SPC
54
Sigma Planning Corp
Michigan
$569K -$265K -3,066 -33%
Mariner
55
Mariner
Kansas
$542K +$4.75K +55 +0.9%
CWM
56
Cornerstone Wealth Management
Missouri
$532K +$11K +127 +2%
SA
57
Sanctuary Advisors
Indiana
$508K -$173 -2 -0%
PVI
58
Pine Valley Investments
New Jersey
$472K +$65.1K +754 +17%
EW
59
Element Wealth
Mississippi
$469K -$3.19K -37 -0.7%
NWWA
60
New Wave Wealth Advisors
Arkansas
$464K
CPA
61
Clear Point Advisors
New York
$452K -$11.7K -135 -3%
GWM
62
Geneos Wealth Management
Colorado
$429K +$26.5K +307 +7%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$426K
BW
64
BostonPremier Wealth
Massachusetts
$426K -$2.5K -29 -0.6%
DADC
65
D.A. Davidson & Co
Montana
$413K -$5.52K -64 -1%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$391K +$369K +4,273 New
KWS
67
Keystone Wealth Services
California
$385K
KeyBank National Association
68
KeyBank National Association
Ohio
$360K
WFA
69
WMG Financial Advisors
Tennessee
$311K -$19.1K -221 -6%
GWP
70
Gateway Wealth Partners
Wisconsin
$305K -$18.6K -215 -6%
TA
71
TKG Advisors
Indiana
$299K +$281K +3,261 New
HI
72
Harbour Investments
Wisconsin
$284K +$1.99K +23 +0.7%
Truist Financial
73
Truist Financial
North Carolina
$277K +$18.2K +211 +8%
JWCA
74
J.W. Cole Advisors
Florida
$272K +$256K +2,970 New
MA
75
Mutual Advisors
Nebraska
$263K +$1.29K +15 +0.5%

FNY Hedge Fund Activity: Q3 2025 in Review

107 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q3 2025, worth a combined $333M — up 19% from $279M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FNY positions and 5 closed out — a net gain of 8 holders — while 29 added to existing stakes and 39 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.84M. The largest seller was LPL Financial, cutting an estimated $1.59M.

  • 107 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q3 2025, up from 100 in Q2 2025.
  • Funds reported $333M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q3 2025, up 19% quarter-over-quarter.
  • 13 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q3 2025 and 5 closed out, a net change of +8 holders.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q3 2025 was Wells Fargo, an estimated $8.84M added.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q3 2025 was LPL Financial, an estimated $1.59M sold.

Based on aggregated 13F filings for Q3 2025.